About Visory

At Visory, we are on a mission to transform the financial back office into business intelligence. Our platform connects businesses to expert talent and provides them with the tools and insights they need to thrive, ensuring that every small and medium-sized enterprise (SME) has access to the power of vision, enabling them to make informed decisions and drive their business forward.

Since our launch in early 2020, we've been revolutionising how businesses handle their financial management with our team of driven and talented individuals across finance, customer success, product, and engineering. Our diverse and geographically distributed team upholds the highest standards, thriving in a fast-paced, challenging environment with an unrelenting passion for customers and technology.

We value a product-first mindset—one that is not bound by limits and allows us to seek opportunities where others don’t.

The Opportunity
As an Onboarding Manager at Visory, you’ll play a pivotal role in transforming our customers' financial back offices into models of best practice. From redesigning systems to implementing efficient workflows, you’ll ensure our customers have clean, accurate financial data and seamless back-office operations.

This is your opportunity to lead clients through a journey of Financial Back Office Transformation, setting them up for success from day one. 

In this dynamic role, no two days are the same, but you can expect to:

• Leading Onboarding Processes: Guide new customers through the onboarding journey, ensuring a smooth transition onto the Visory's platform.
• Redesigning Systems and Processes: Design and implement efficient financial systems and workflows that align with industry best practices and integrate into the Visory platform.
• Ensuring Clean Financial Data: Establish processes that result in accurate and reliable financial data for our customers.
• Change Management: Effectively manage change with customers and their teams, handling multiple stakeholders to ensure successful adoption.
• Implementation Planning: Develop comprehensive plans with key milestones, timelines, and deliverables.
• Managing Stakeholder Engagement: Build strong relationships with internal teams and customers to align priorities and overcome barriers.

We're looking for someone who is:

• A Systems Thinker: Understand how changes in one area impact other systems and processes.
• Is skilled in Change Management: Capable of guiding customers through significant transformations, effectively managing multiple stakeholders.
• A Project Manager: Proficient in coordinating and managing projects across various departments
• A Process Expert: Skilled in process design, ideally with a solid understanding of finance or accounting principles, however this is nice to have rather than a requirement.
• Committed to Data Accuracy: You'll be dedicated to establishing processes that result in clean, accurate financial data.
• Action-Oriented: Thrive in fast-paced environments and enjoy delivering efficient results.
• A Multi-tasker: Comfortable juggling multiple projects and shifting focus as needed.
• An Innovative Learner: Eager to explore new systems and learn by trial and error.
• A Self-Starter: Work autonomously with high ownership and accountability.
• Efficiency Focused: Value impact and effectiveness over mere busyness.

What you might love about working at Visory:

• We have a flexible working environment, whether it’s picking up the kids from school or taking some time to enjoy the mid-day sunshine.
• We operate with a high level of autonomy, empowering you to decide how best to contribute to our goals
• Our team is driven, hardworking, and united by a shared commitment to our mission. When you join us, you'll be surrounded by a passionate team, determined to succeed 
• We are a remote first team so the role can be based anywhere in Australia or New Zealand but we also try to connect in person frequently to our co-located colleagues, whether this is for coffee or in one of our many workspaces across Australia and New Zealand. Of course, if you prefer an office environment you can utilise these work spaces as frequently as you like.

Our Values:

• People First – Empathy and humility over all else
• No limits mindset - Fear of failure? It’s low around here. When we fail, we fail fast
• Honesty - Constructive confrontation and continuous feedback is key
• Results driven - We are output focused and don’t respect superficiality
• Resilience - We value grit: perseverance is our “middle name”
• Integrity - We always do what’s right, not what’s convenient

What to consider before applying:

• We’re a fast-growing startup—things move quickly, and it can be demanding.
• At times, we are building the bike while riding it.
• We won’t handhold you—our environment is highly autonomous, but we still work closely as a team.
• We value unvarnished honesty and embrace continuous feedback.

Our Hiring Process:

• Our first introduction – 30 minute phone call
• Getting acquainted and understanding your skills – 1 hour MS Teams call
• Culture and values interview - 1 hour MS Teams call
• Decision

Sometimes our emails might go to your junk mail – please check there if you haven’t heard from us.

www.visory.com.au